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  • Exit Planning Exchange
Exit Planning Exchange
Apr
20

XPX Philadelphia: Negotiating Working Capital

Details

Date & Time

Wed, Apr 20th, 2022 ⋅ 7:45am - 9:00am (EDT)

Location

Virtual - connection details sent upon registration

Tickets

Non-members
$30.00
Other XPX Chapter Members
$10.00
Philadelphia Members
$0.00
Philadelphia Sponsor
$0.00
Guests

Registrants

28 people attended
David DeMuth of CFO Consulting Partners, LLC is a member of XPX Philadelphia
Steve Economou of Grassi & Co, is a member of XPX Philadelphia
Sean Wieland of Tannhauser Financial is a member of XPX Philadelphia
John Gullman of Growth Capital Advisors is a member of XPX South Florida
Fred Kaplan of Stony Hill Advisors is a member of XPX Philadelphia
+23

The mission of XPX is to collaborate to help our private company clients build business value, transfer ownership, and create a legacy of success in their lives and their communities. This collaboration is more critical than ever as we navigate through a business environment impacted by a myriad of issues created by the pandemic.

In April, we will explore the challenges associated with negotiating working capital. Our panel discussion will provide insights from dealmakers, financial advisors and legal experts how to navigate the working capital negotiations both before and after the sale.

The case study is based on a $40M, privately held, family owned Manufacturing Company that is planning for an exit. This next session is designed to share knowledge, build relationship within XPX Philadelphia and learn from our shared values and experience. The sessions will be highly interactive, engaging and thought-provoking!

You can read the case study by clicking on the link below.

XPX Philadelphia case study 


Our Panel:

Diane DeCesare, CPA, MT
Chief Knowledge Officer/Shareholder
DRUCKER & SCACCETTI

David P. DeMuth, CPA, CGMA
Senior Managing Director
CFO Consulting Partners LLC

Our Facilitators:

Susan Rosner
Managing Partner
Calder Associates of Pennsylvania

Steve Economou
Principal
Grassi & Co


AGENDA:

7:45 - 8:00 AM - Login & Networking
8:00 AM – 9:00 AM – Presentation

Virtual Event Pricing:

Non-Members: $30.00
Other XPX Chapter Members: $10.00
XPX Philadelphia Members in good standing are complimentary, so join Today!

Connection details sent upon registration.

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
David DeMuth of CFO Consulting Partners, LLC is a member of XPX Philadelphia
David Demuth
CFO Consulting Partners LLC
Steve Economou of Grassi & Co, is a member of XPX Philadelphia
Steve Economou
Grassi & Co,
Sean Wieland of Tannhauser Financial is a member of XPX Philadelphia
Sean Wieland
Tannhauser Financial
John Gullman of Growth Capital Advisors is a member of XPX South Florida
John Gullman
Growth Capital Advisors
Fred Kaplan of Stony Hill Advisors is a member of XPX Philadelphia
Fred Kaplan
Stony Hill Advisors
Diane DeCesare of Armanino LLP is a member of XPX Philadelphia
Diane Decesare
Drucker & Scaccetti
Peter Seelaus of Sherpa Financial, Seelaus Financial is a member of XPX Philadelphia
Peter Seelaus
Sherpa Financial, Seelaus Financial
Jeanette Jordan of Withum is a member of XPX Tri-State
Jeanette Jordan
Withum
Martin Abo of Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC is a member of XPX Philadelphia
Martin Abo
Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC
Max McCauley of Offit Kurman, P.A. is a member of XPX Philadelphia
Max McCauley
Offit Kurman, P.A.
William Cornelius of M&T Bank is a member of XPX Philadelphia
William Cornelius
M&T Bank
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
Bob Molony
Expense Reduction Analysts
Andrew Finkle of CBIZ Advisors, LLC is a member of XPX Philadelphia
Andrew Finkle
Marcum LLP
Steven Rosard of Rosard Law LLC is a member of XPX Philadelphia
Steven Rosard
Rosard Law LLC
AM
Ashley Menders
Drucker & Scaccetti
JV
Jim Vigna
Live Oak Bank
AP
Al Pizzica
Lykos Apollo
Susan Rosner of Calder Associates is a member of XPX Philadelphia
Susan Rosner
Calder Associates
Glenn Solomon of Offit Kurman, P. A. is a member of XPX Maryland
Glenn Solomon
Offit Kurman, P. A.
Paul Visokey of Stony Hill Advisors is a member of XPX Tri-State
Paul Visokey
Stony Hill Advisors
TP
Theodore Passyn
BNY Mellon
Joanne Murray of Antheil Maslow & MacMinn, LLP is a member of XPX Philadelphia
Joanne Murray
Antheil Maslow & MacMinn, LLP
J Mark Penny of Hempstead & Co.,LLC is a member of XPX Philadelphia
J Mark Penny
Hempstead & Co.,LLC
Joseph Armstrong of Offit Kurman is a member of XPX Philadelphia
Joseph Armstrong
Offit Kurman
LT
Lynn Ozer Toni White
Multifunding
Tom P of . is a member of XPX Philadelphia
Tom Poltersdorf
Beyond Your Exit Wealth Management
NM
Nastassja Markham Coletta
Drucker & Scaccetti
EW
Elizabeth Witko
Drucker & Scaccetti